Job Description Paraplanner - Aberdeen A fantastic new opportunity has arisen for a Paraplanner to join a thriving and forward-thinking firm of financial planners in their Aberdeen office. This respected business offers advice across the full spectrum of financial planning including retirement, estate planning, protection (personal and corporate) and investments. You’ll be joining a professional friendly team that places real value on collaboration, training, and long-term career development. Paraplanner - What’s on Offer: Training on systems and processes Paraplanner role responsibilities: This is a traditional paraplanning role working closely and in collaboration with financial advisers. Preparing clear and compliant suitability and financial planning reports. Promoting best practice and ensuring all work complies with regulatory requirements. Working in collaboration with financial planning administrators and other Paraplanners in office. Requirements for the Paraplanner role: Previous technical administration or paraplanning support experience within financial planning, ideally in an independent financial planning environment. Strong technical knowledge of investments and pensions with a client-focused mindset. To apply or find out more about Paraplanner role:
Paraplanner (Pensions Management) in Aberdeen employer: Tempest Jones
Tempest Jones is an exceptional employer, offering a dynamic work environment where you can lead significant regeneration projects across the North East. With a strong focus on collaboration and professional growth, employees benefit from a long-term project pipeline and opportunities to influence major developments in key cities like Durham and Newcastle. Join a respected team that values leadership and accountability, ensuring your contributions are recognised and impactful.
